Edgestream Partners’s Webster Financial WBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-15,434
| Closed | -$719K | – | 1115 |
|
|
2024
Q3 | $719K | Sell |
15,434
-89,688
| -85% | -$4.18M | 0.03% | 634 |
|
|
2024
Q2 | $4.58M | Buy |
+105,122
| New | +$4.58M | 0.22% | 147 |
|
|
2024
Q1 | – | Sell |
-36,605
| Closed | -$1.86M | – | 1039 |
|
|
2023
Q4 | $1.86M | Buy |
+36,605
| New | +$1.86M | 0.13% | 263 |
|